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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.3B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,680
New
Increased
Reduced
Closed

Top Buys

1
+$206M
2
+$164M
3
+$111M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$99.8M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$84.6M

Top Sells

1
+$179M
2
+$140M
3
+$121M
4
IYW icon
iShares US Technology ETF
IYW
+$103M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$79.9M

Sector Composition

1 Technology 6.45%
2 Healthcare 3.94%
3 Financials 3.64%
4 Consumer Discretionary 2.36%
5 Industrials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3351
$6K ﹤0.01%
114
+91
3352
$6K ﹤0.01%
199
-56
3353
$6K ﹤0.01%
55
-10
3354
$6K ﹤0.01%
1,863
3355
$6K ﹤0.01%
721
3356
$6K ﹤0.01%
282
-195
3357
$6K ﹤0.01%
2,000
3358
$6K ﹤0.01%
+3,149
3359
$6K ﹤0.01%
334
3360
$6K ﹤0.01%
210
+120
3361
$6K ﹤0.01%
368
+99
3362
$6K ﹤0.01%
59
-131
3363
$6K ﹤0.01%
276
-348
3364
$6K ﹤0.01%
333
+241
3365
$6K ﹤0.01%
144
3366
$6K ﹤0.01%
260
+16
3367
$6K ﹤0.01%
395
+205
3368
$6K ﹤0.01%
350
+12
3369
$6K ﹤0.01%
224
3370
$6K ﹤0.01%
536
+191
3371
$6K ﹤0.01%
500
-16
3372
$6K ﹤0.01%
450
3373
$6K ﹤0.01%
3,000
3374
$6K ﹤0.01%
24,349
3375
$6K ﹤0.01%
1,052
-942
133 134
135
136 137